Welcome to our Guide for Users in Capium 365! This guide will walk you through essential initial steps, best practices and key features within Users.
How to set up users:
Navigation: Click on the three dashes in the top right-hand corner of the screen > Navigate to “Users” Tab > Press on the “+” icon in the bottom right hand corner of the screen > Populate the user details as required > Press “Save”
How to invite users to Capium 365
Navigation: Click on the three dashes in the top right hand corner of the screen > Navigate to “Users” Tab > Make sure the user has been added > On the right next to the user name there will be “Invite” > Click “Invite” > The user will then receive an email > Follow the steps and they will get their own unique log in
Deleting a user
Navigation: Click on the three dashes in the top right hand corner of the screen, Navigate to “Users” Tab, Hold down on the user you want to delete until it turns purple > Click the 3 dots in the top right > Click “Delete”
